Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- Exchange
- NYSE
- SEC CIK
- 0001340736
No open-market purchases or sales by Eaton Vance Tax-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $568.5M in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 175
- +20 vs. Q4 2021
- Shares held
- 30.5M
- +332.7K (+1.1%) vs. Q4 2021
- Total value
- $427.0M
- −$27.7M (−6.1%) vs. Q4 2021
- New holders
- 26
- 61 more added
- Sold out
- 6
- 34 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $568.5M |
| Q1 2026 | 207 | $524.1M |
| Q4 2025 | 206 | $569.5M |
| Q3 2025 | 195 | $590.1M |
| Q2 2025 | 190 | $560.2M |
| Q1 2025 | 187 | $515.9M |
| Q4 2024 | 193 | $527.7M |
| Q3 2024 | 186 | $506.0M |
| Q2 2024 | 177 | $490.0M |
| Q1 2024 | 179 | $479.4M |
| Q4 2023 | 174 | $418.2M |
| Q3 2023 | 177 | $374.9M |
| Q2 2023 | 167 | $389.8M |
| Q1 2023 | 174 | $353.4M |
| Q4 2022 | 178 | $334.6M |
| Q3 2022 | 169 | $335.6M |
| Q2 2022 | 176 | $356.8M |
| Q1 2022 | 175 | $427.0M |
| Q4 2021 | 159 | $454.9M |
| Q3 2021 | 151 | $400.1M |
| Q2 2021 | 153 | $405.1M |
| Q1 2021 | 156 | $372.8M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claraphi Advisory Network, LLC | 22,080 | $308.0K | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 24,963 | $317.0K | 0.12% | +14,863+147.2% | Added |
| Sigma Planning Corp | 22,970 | $321.0K | 0.01% | −917−3.8% | Reduced |
| Venture Visionary Partners LLC | 23,500 | $328.0K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,599 | $330.0K | 0.02% | +23,599 | New |
| Wedbush Securities Inc | 23,684 | $331.0K | 0.02% | −8,615−26.7% | Reduced |
| Cetera Advisors LLC | 23,750 | $332.0K | 0.01% | +481+2.1% | Added |
| Millennium Management LLC | 24,835 | $347.0K | 0.00% | +24,835 | New |
| Stephens Inc | 25,693 | $359.0K | 0.01% | +203+0.8% | Added |
| Moors & Cabot, Inc. | 28,750 | $402.0K | 0.02% | +1,543+5.7% | Added |
| Equitable Holdings, Inc. | 29,252 | $409.0K | 0.01% | +405+1.4% | Added |
| HRT Financial LP | 30,643 | $428.0K | 0.00% | +30,643 | New |
| Eaton Vance Management | 31,212 | $436.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 31,486 | $440.0K | 0.01% | +6,248+24.8% | Added |
| Arete Wealth Advisors, LLC | 31,805 | $444.0K | 0.04% | +1,887+6.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 33,625 | $470.0K | 0.02% | +3,500+11.6% | Added |
| Commerce Bank | 33,706 | $471.0K | 0.00% | +2,500+8.0% | Added |
| Ameritas Advisory Services, LLC | 33,775 | $472.0K | 0.02% | +272+0.8% | Added |
| Joel Isaacson & Co., LLC | 37,989 | $506.0K | 0.04% | +695+1.9% | Added |
| David J Yvars Group | 36,313 | $509.0K | 0.35% | −11,438−24.0% | Reduced |
| New Legacy Group, LLC | 37,500 | $524.0K | 0.20% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 38,517 | $538.0K | 0.08% | +432+1.1% | Added |
| GWM Advisors LLC | 39,420 | $550.0K | 0.01% | +16,157+69.5% | Added |
| Asset Management Corp | 40,068 | $560.0K | 0.34% | +182+0.5% | Added |
| Formidable Asset Management, LLC | 41,670 | $582.0K | 0.11% | +41,670 | New |
| Mariner, LLC | 46,637 | $652.0K | 0.00% | −8,990−16.2% | Reduced |
| The PNC Financial Services Group, Inc. | 47,176 | $659.0K | 0.00% | +110.0% | Added |
| Spire Wealth Management | 47,858 | $669.0K | 0.02% | −2,006−4.0% | Reduced |
| Cornerstone Advisory, LLC | 51,905 | $725.0K | 0.11% | −1,905−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 53,344 | $745.0K | 0.01% | +53,344 | New |
| Stratos Wealth Partners, LTD. | 60,015 | $838.0K | 0.02% | +8,922+17.5% | Added |
| ELCO Management Co., LLC | 61,700 | $862.0K | 0.59% | −1,350−2.1% | Reduced |
| Wealth Effects LLC | 63,096 | $881.0K | 0.41% | +32+0.1% | Added |
| National Asset Management, Inc. | 65,995 | $922.0K | 0.03% | −1,204−1.8% | Reduced |
| Lido Advisors, LLC | 67,193 | $938.0K | 0.02% | +67,193 | New |
| Gladstone Institutional Advisory LLC | 69,416 | $970.0K | 0.07% | +48,469+231.4% | Added |
| IHT Wealth Management, LLC | 70,765 | $989.0K | 0.07% | +15,790+28.7% | Added |
| Truist Financial Corp | 74,451 | $1.04M | 0.00% | +59+0.1% | Added |
| Raymond James Trust N.A. | 76,171 | $1.06M | 0.03% | −8,635−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 80,172 | $1.12M | 0.02% | +3,967+5.2% | Added |
| Kingsview Wealth Management, LLC | 80,954 | $1.13M | 0.05% | −2,102−2.5% | Reduced |
| Flaharty Asset Management, LLC | 102,438 | $1.43M | 0.26% | −7,598−6.9% | Reduced |
| Merit Financial Group, LLC | 116,966 | $1.63M | 0.10% | −1,305−1.1% | Reduced |
| Goldman Sachs Group Inc | 119,300 | $1.67M | 0.00% | +19,300+19.3% | Added |
| True Link Financial Advisors, LLC | 132,469 | $1.85M | 0.27% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 173,537 | $2.42M | 1.55% | −2,267−1.3% | Reduced |
| Janney Montgomery Scott LLC | 174,130 | $2.43M | 0.01% | −23,609−11.9% | Reduced |
| C2C Wealth Management, LLC | 193,834 | $2.64M | 0.45% | +23,000+13.5% | Added |
| Aptus Capital Advisors, LLC | 190,590 | $2.66M | 0.08% | +110+0.1% | Added |
| Parsons Capital Management Inc | 195,019 | $2.72M | 0.21% | −11,275−5.5% | Reduced |
| Centaurus Financial, Inc. | 214,427 | $3.00M | 0.24% | +2,015+0.9% | Added |
| Private Advisor Group, LLC | 233,121 | $3.26M | 0.02% | +2,966+1.3% | Added |
| Rockefeller Capital Management L.P. | 237,217 | $3.31M | 0.02% | +75,712+46.9% | Added |
| Ameriprise Financial Inc | 252,314 | $3.52M | 0.00% | +38,108+17.8% | Added |
| CoreCap Advisors, LLC | 279,228 | $3.90M | 0.27% | +6,825+2.5% | Added |
| Cetera Advisor Networks LLC | 299,864 | $4.19M | 0.05% | +5,443+1.8% | Added |
| Royal Bank of Canada | 308,988 | $4.32M | 0.00% | +93,286+43.2% | Added |
| HighTower Advisors, LLC | 321,205 | $4.49M | 0.01% | −1,891−0.6% | Reduced |
| Stifel Financial Corp | 322,120 | $4.50M | 0.01% | −2,828−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 359,756 | $5.03M | 0.01% | +20,454+6.0% | Added |
| Advisor Group Holdings, Inc. | 335,906 | $5.07M | 0.01% | +24,316+7.8% | Added |
| Baird Financial Group, Inc. | 390,459 | $5.46M | 0.01% | +41,617+11.9% | Added |
| LPL Financial LLC | 412,065 | $5.76M | 0.00% | +19,654+5.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 443,074 | $6.19M | 0.01% | −9,301−2.1% | Reduced |
| Matrix Private Capital Group LLC | 501,373 | $7.00M | 3.42% | +49,994+11.1% | Added |
| Cohen & Steers, Inc. | 539,137 | $7.53M | 0.01% | −59,160−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 570,091 | $7.96M | 0.04% | +26,147+4.8% | Added |
| Bank of America Corp | 570,786 | $7.97M | 0.00% | +42,407+8.0% | Added |
| Guggenheim Capital LLC | 722,619 | $10.1M | 0.06% | −91,966−11.3% | Reduced |
| UBS Group AG | 780,967 | $10.9M | 0.00% | +34,173+4.6% | Added |
| Wells Fargo & Company | 1,201,477 | $16.8M | 0.00% | +170,301+16.5% | Added |
| RFG Advisory, LLC | 1,244,430 | $17.4M | 1.11% | −3,500−0.3% | Reduced |
| Invesco Ltd. | 1,316,633 | $18.4M | 0.00% | −328,361−20.0% | Reduced |
| Raymond James & Associates | 1,469,959 | $20.5M | 0.02% | +38,153+2.7% | Added |
| Morgan Stanley | 13,189,594 | $184.3M | 0.02% | +251,001+1.9% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −485,920−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,973−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |